Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 128
- 較 2025 年第 3 季 −7
- 總值
- $98.8 億
- 較 2025 年第 3 季 −$33.8 億 (−25.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PENPenumbra Inc | COM | 601,804 | $1.87 億 | 1.9% | −116,096−16.2% | 減碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 3,411,175 | $1.76 億 | 1.8% | −71,238−2.0% | 減碼 | 歷史 |
| ESABESAB Corp | COM | 1,522,587 | $1.70 億 | 1.7% | −467,490−23.5% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,061,052 | $1.70 億 | 1.7% | −411,664−28.0% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 5,489,498 | $1.66 億 | 1.7% | −5,649,558−50.7% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 1,003,951 | $1.65 億 | 1.7% | −335,295−25.0% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 678,213 | $1.62 億 | 1.6% | −88,995−11.6% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 4,089,488 | $1.53 億 | 1.6% | −613,793−13.1% | 減碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,168,081 | $1.48 億 | 1.5% | −521,561−30.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,734,212 | $1.48 億 | 1.5% | −380,325−18.0% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 830,647 | $1.48 億 | 1.5% | −111,280−11.8% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 1,769,740 | $1.45 億 | 1.5% | −179,094−9.2% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 248,924 | $1.43 億 | 1.4% | −26,341−9.6% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 1,061,264 | $1.43 億 | 1.4% | −327,116−23.6% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 101,191 | $1.41 億 | 1.4% | −8,819−8.0% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 1,352,745 | $1.37 億 | 1.4% | −1,017,889−42.9% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,773,109 | $1.34 億 | 1.4% | −439,608−19.9% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 318,654 | $1.33 億 | 1.3% | +16,117+5.3% | 加碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 2,555,727 | $1.32 億 | 1.3% | −510,284−16.6% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 130,356 | $1.32 億 | 1.3% | −8,892−6.4% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 1,216,346 | $1.31 億 | 1.3% | +245,846+25.3% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 475,355 | $1.31 億 | 1.3% | +16,435+3.6% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,511,780 | $1.31 億 | 1.3% | −188,607−11.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 276,826 | $1.30 億 | 1.3% | +33,596+13.8% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,326,264 | $1.27 億 | 1.3% | +28,019+2.2% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 1,664,703 | $1.27 億 | 1.3% | −655,616−28.3% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 616,857 | $1.27 億 | 1.3% | −265,408−30.1% | 減碼 | 歷史 |
| WATWaters Corp | COM | 312,768 | $1.19 億 | 1.2% | −62,122−16.6% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,740,550 | $1.19 億 | 1.2% | −106,410−5.8% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 1,605,438 | $1.17 億 | 1.2% | −343,884−17.6% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 843,180 | $1.15 億 | 1.2% | −384,600−31.3% | 減碼 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 1,568,859 | $1.13 億 | 1.1% | −1,127,401−41.8% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 466,728 | $1.12 億 | 1.1% | −164,086−26.0% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 266,059 | $1.12 億 | 1.1% | −278,763−51.2% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 808,291 | $1.10 億 | 1.1% | −87,479−9.8% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,099,540 | $1.10 億 | 1.1% | −417,990−27.5% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,706,903 | $1.09 億 | 1.1% | +521,863+23.9% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,776,396 | $1.08 億 | 1.1% | −714,116−28.7% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,774,674 | $1.08 億 | 1.1% | +1,774,674 | 新進 | 歷史 |
| CSLCarlisle Companies Inc | COM | 335,065 | $1.07 億 | 1.1% | +201,485+150.8% | 加碼 | 歷史 |
| CAVACava Group, Inc. | COM | 1,814,939 | $1.07 億 | 1.1% | −331,563−15.4% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 2,905,648 | $1.03 億 | 1.0% | +468,953+19.2% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 181,220 | $1.03 億 | 1.0% | +41,310+29.5% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 343,281 | $9,962 萬 | 1.0% | +46,266+15.6% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 460,645 | $9,894 萬 | 1.0% | −99,815−17.8% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 1,458,796 | $9,775 萬 | 1.0% | −2,780,734−65.6% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 1,763,637 | $9,737 萬 | 1.0% | +139,797+8.6% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 393,724 | $9,435 萬 | 1.0% | −149,678−27.5% | 減碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 2,850,818 | $9,422 萬 | 1.0% | +650,028+29.5% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 238,175 | $9,316 萬 | 0.9% | −51,521−17.8% | 減碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,213,647 | $9,229 萬 | 0.9% | −849,062−41.2% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 1,048,035 | $9,144 萬 | 0.9% | +337,841+47.6% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 407,979 | $9,107 萬 | 0.9% | +19,109+4.9% | 加碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,650,410 | $8,772 萬 | 0.9% | −265,469−6.8% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 1,099,310 | $8,762 萬 | 0.9% | +1,099,310 | 新進 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,403,769 | $8,256 萬 | 0.8% | −298,474−17.5% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 324,600 | $8,229 萬 | 0.8% | −64,595−16.6% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,023,681 | $8,156 萬 | 0.8% | +1,023,681 | 新進 | 歷史 |
| ADSKAutodesk, Inc. | COM | 272,185 | $8,057 萬 | 0.8% | −32,455−10.7% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 459,100 | $7,997 萬 | 0.8% | −52,181−10.2% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 418,715 | $7,713 萬 | 0.8% | −84,500−16.8% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 331,884 | $7,465 萬 | 0.8% | −62,586−15.9% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 412,335 | $7,231 萬 | 0.7% | +412,335 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 504,408 | $6,859 萬 | 0.7% | −415,107−45.1% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 826,576 | $6,775 萬 | 0.7% | −180,798−17.9% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 214,887 | $6,308 萬 | 0.6% | −94,446−30.5% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 714,973 | $6,242 萬 | 0.6% | −731,641−50.6% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 1,373,352 | $6,177 萬 | 0.6% | −290,937−17.5% | 減碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 1,123,994 | $5,883 萬 | 0.6% | +1,123,994 | 新進 | 歷史 |
| BRZEBraze, Inc. | Stock | 1,670,640 | $5,729 萬 | 0.6% | −1,017,288−37.8% | 減碼 | 歷史 |
| NOVTNovanta Inc | COM | 481,064 | $5,724 萬 | 0.6% | −197,185−29.1% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 184,546 | $5,260 萬 | 0.5% | −63,374−25.6% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 315,990 | $5,102 萬 | 0.5% | −131,324−29.4% | 減碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 406,457 | $5,095 萬 | 0.5% | +62,002+18.0% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 467,492 | $5,071 萬 | 0.5% | −166,310−26.2% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 232,763 | $5,057 萬 | 0.5% | −255,596−52.3% | 減碼 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 250,936 | $5,020 萬 | 0.5% | −163,587−39.5% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,301,060 | $4,939 萬 | 0.5% | −370,580−22.2% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 1,651,786 | $4,934 萬 | 0.5% | −1,148,201−41.0% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 473,861 | $4,875 萬 | 0.5% | −156,942−24.9% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 319,576 | $4,815 萬 | 0.5% | −345,265−51.9% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 3,164,468 | $4,747 萬 | 0.5% | −2,062,572−39.5% | 減碼 | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 923,512 | $4,720 萬 | 0.5% | −449,276−32.7% | 減碼 | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 1,230,327 | $4,705 萬 | 0.5% | −688,844−35.9% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 1,173,605 | $4,643 萬 | 0.5% | −804,608−40.7% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 1,984,261 | $4,578 萬 | 0.5% | −1,049,811−34.6% | 減碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 1,441,034 | $4,533 萬 | 0.5% | +3,137+0.2% | 加碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 332,544 | $4,481 萬 | 0.5% | −76,202−18.6% | 減碼 | 歷史 |
| CBCCentral Bancompany, Inc. | COM CL A | 1,748,118 | $4,216 萬 | 0.4% | +1,748,118 | 新進 | 歷史 |
| OSOneStream, Inc. | CL A | 2,116,556 | $3,890 萬 | 0.4% | −769,676−26.7% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 504,170 | $3,865 萬 | 0.4% | −902,840−64.2% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 378,372 | $3,858 萬 | 0.4% | −1,408,763−78.8% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 333,264 | $3,763 萬 | 0.4% | −25,155−7.0% | 減碼 | 歷史 |
| RLIRli Corp | COM | 585,978 | $3,749 萬 | 0.4% | −47,519−7.5% | 減碼 | 歷史 |
| VCELVericel Corp | COM | 1,028,847 | $3,705 萬 | 0.4% | +41,248+4.2% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 80,895 | $3,628 萬 | 0.4% | −57,224−41.4% | 減碼 | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 487,405 | $3,566 萬 | 0.4% | +487,405 | 新進 | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 213,168 | $3,564 萬 | 0.4% | −200,973−48.5% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 751,998 | $3,543 萬 | 0.4% | +417,875+125.1% | 加碼 | 歷史 |
| SNEXStoneX Group Inc. | COM | 368,949 | $3,510 萬 | 0.4% | −186,822−33.6% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（19 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EGEverest Group, Ltd. | COM | 384,141 | $1.35 億 | 1.0% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 356,115 | $1.24 億 | 0.9% | 歷史 |
| HRLHormel Foods Corp | COM | 2,961,282 | $7,326 萬 | 0.6% | 歷史 |
| DXCMDexcom Inc | COM | 1,086,120 | $7,309 萬 | 0.6% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 122,920 | $6,721 萬 | 0.5% | 歷史 |
| WSFSWSFS Financial Corp | COM | 1,194,893 | $6,444 萬 | 0.5% | 歷史 |
| CLXClorox Co | Stock | 521,745 | $6,433 萬 | 0.5% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 365,627 | $6,288 萬 | 0.5% | 歷史 |
| SMPLSimply Good Foods Co | COM | 2,496,072 | $6,195 萬 | 0.5% | 歷史 |
| ESEEsco Technologies Inc | COM | 259,805 | $5,485 萬 | 0.4% | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 1,940,685 | $4,999 萬 | 0.4% | 歷史 |
| SPSCSPS Commerce Inc | COM | 352,748 | $3,674 萬 | 0.3% | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 2,945,434 | $3,579 萬 | 0.3% | 歷史 |
| TENBTenable Holdings, Inc. | COM | 1,110,975 | $3,240 萬 | 0.2% | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,068,329 | $3,155 萬 | 0.2% | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 326,555 | $3,138 萬 | 0.2% | 歷史 |
| LUCKLucky Strike Entertainment Corp | CL A COM | 2,567,807 | $2,629 萬 | 0.2% | 歷史 |
| BEBloom Energy Corp | COM CL A | 234,725 | $1,985 萬 | 0.1% | 歷史 |
| AORTArtivion, Inc. | COM | 423,053 | $1,791 萬 | 0.1% | 歷史 |